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TIP531: Mark Leonard: The Best Capital Allocator You've Never Heard of
We Study Billionaires - The Investor’s Podcast Network
Constellation Software Solutions
Constellation holds a database of tens of thousands of these companies that would be considered potential targets. 10% of Constellation's revenue comes from Canada roughly 50% from the US, 30% from Europe and 10% from other countries. Leonard states we seek out vertical market software businesses where motivated small teams composed of good people can produce superior results in tiny markets.
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